Category

Edit or Charge Card

An alternate method to our Manage Charge Batch feature is the ability to Edit and Process cards on an individual basis. This can be useful because you get to see each card, cardholder, and what sales they are paying for. If this method appeals to you, it can easily accessed by going to Manage Sales and Payments for a Supporter, scrolling to the bottom under the Credit Cards on File header, and clicking Charge Cards Now. A full walk-through is available below.

Charge Single Card:

From the Project Home, select View/Edit Supporters under the Supporters header.

Locate the Supporter you wish to charge using the Search button.

Select Manage Sales and Payments.

Scroll to the very bottom, and select Charge Card Now.

Edit Single Credit Card:

Also in this area is the ability to Edit a credit card. Primarily; alter the Limit for the Project, choose if it is In Use, and change its Priority.

From the Project Home, select View/Edit Supporters under the Supporters header.

Locate the Supporter you wish to charge using the Search button.

Select Manage Sales and Payments.

Scroll to the very bottom, under Credit Cards on File.

If you do not want the card part of the batch, uncheck In Use.

If only part of the charge is going on the card, enter a Limit for This Project (blank is unlimited).

Lastly, if there is more than one card, you can alter the Priority up or down.